3 days ago
10
Harsh Chauhan, The Motley Fool
Thu, February 12, 2026 astatine 6:37 AM CST 6 min read
Shares of Palantir Technologies (NASDAQ: PLTR) person shed astir 34% of their worth since hitting a 52-week precocious successful aboriginal November. However, the banal roared backmost into signifier aft the institution released its fourth-quarter results connected Feb. 2, jumping nearly 7% successful the adjacent session.
It is worthy noting that Palantir's costly valuation has contributed to the resistance connected the banal successful caller months. However, the stellar results it has delivered and the guidance absorption offered marque it wide that determination is much to the institution than conscionable its lofty valuation.
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It won't beryllium astonishing to spot the banal spell connected a much extended bull tally aft its Q4 report. In fact, a person look astatine however Palantir is capitalizing connected the fast-growing artificial quality (AI) bundle marketplace suggests the banal could present steadfast gains implicit the adjacent 5 years.
Let's look astatine the reasons wherefore this tech banal is built for much upside.
Palantir's gross successful the 4th fourth accrued by 70% from the year-ago play to $1.4 billion. Importantly, the company's maturation accelerated importantly successful each 4th of 2025, driven by the improving adoption of its AI tools that assistance its clients boost productivity.
Buoyed by the proficiency of its AI platform, Palantir didn't conscionable pull caller customers -- it besides won much concern from existing accounts. The institution claims that caller customers deploying its AI bundle solutions for circumstantial uses yet opt for enterprisewide deployment to harness the benefits of AI. Management cited respective examples of this inclination connected the latest net league call.
The information that Palantir is winning much concern from its established customers implicit clip is besides boosting its margins. Its adjusted operating borderline jumped by an awesome 12 percent points twelvemonth implicit twelvemonth successful Q4 2025 to 57%. As a effect of each of this, Palantir experienced outstanding maturation passim 2025.
| Q1 2025 | $884 million | 39% | $0.13 | 62.5% |
| Q2 2025 | $1.004 billion | 48% | $0.16 | 78% |
| Q3 2025 | $1.181 billion | 63% | $0.21 | 110% |
| Q4 2025 | $1.407 billion | 70% | $0.25 | 79% |
Data source: Palantir Technologies. YOY = twelvemonth implicit year.
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